Mitchell
Oldewurtel

Msh Capital Advisors LLC

CRD#4017598
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mitchell Oldewurtel is a financial advisor working out of Scottsdale, Arizona with 2 years of relevant experience. Oldewurtel currently works for Msh Capital Advisors LLC. Throughout their career, Oldewurtel has worked at J.P. Morgan Securities LLC, Jp Morgan Chase Bank, Na, Raymond James & Associates, Inc, M.S. Howells and Msh Capital Advisors LLC Dba Silverleaf Wealth Advisory. Oldewurtel has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Arizona. Msh Capital Advisors LLC is a business operating out of Scottsdale, AZ. The firm has a total of 26 people on staff. It handles $849 million in assets under management between its 1,730 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 1,730 client accounts, just 6% belong to high-net-worth investors who have at least $1 million in investable assets. The business has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on the services provided. However, fees billed by Msh Capital Advisors LLC most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

23350 N Pima Road
Scottsdale, AZ 85255-7153

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Msh Capital Advisors LLC Brokerage Details

Total Assets Under Management

$849,171,465

AZ Average: $1,555,372,352
Total Number of Employees

26

AZ Average: 37
Total Number of Accounts

1,730

AZ Average: 1,370
Average Account Size

$490,851

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mitchell Oldewurtel Work History

Mitchell has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

M.S. Howells

2021 - Present (3 years)

Msh Capital Advisors LLC Dba Silverleaf Wealth Advisory

2018 - 2021 (3 years)

Raymond James & Associates, Inc

2012 - 2018 (6 years)

J.P. Morgan Securities LLC

2012 - 2018 (6 years)

Jp Morgan Chase Bank, Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mitchell Oldewurtel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Msh Capital Advisors LLC

David Wentland
Scottsdale, AZ
Susan Pollick
Scottsdale, AZ
Vanessa Mason
Scottsdale, AZ
Seth Mayberry
Scottsdale, AZ
Mitchell Oldewurtel
Scottsdale, AZ
Jonathan Bradley
Scottsdale, AZ
Daniel Reisbacher
Scottsdale, AZ
Jack Ignatius
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started